Annapolis Financial Services, LLC Purchases in Q3 2024

Annapolis Financial Services, LLC

  • $323 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Wellington Fd
134
+ 31.68%
N/A
557 $0
AMD
Advanced Micro Devices Inc

Technology
1
New
$128.67 - $183.96 $129 - $184
1 $0
AES
Aes Corp

Utilities
10
New
$16.18 - $20.07 $162 - $201
10 $0
AMAT
Applied Materials Inc

Technology
3
New
$174.88 - $254.97 $525 - $765
3 $0
AMG
Affiliated Managers Group, Inc.

Financial Services
1
New
$154.72 - $185.62 $155 - $186
1 $0
APH
Amphenol Corp

Technology
11
New
$58.39 - $70.41 $642 - $775
11 $0
SHEL
Shell PLC

Energy
11
New
$65.65 - $73.28 $722 - $806
11 $0
SHW
Sherwin Williams CO

Basic Materials
1
New
$294.65 - $384.0 $295 - $384
1 $0
SPG
Simon Property Group Inc

Real Estate
1
New
$146.09 - $170.11 $146 - $170
1 $0
UBER
Uber Technologies, Inc

Technology
9
New
$58.48 - $77.47 $526 - $697
9 $0
OVV
Ovintiv Inc.

Energy
0
New
$37.0 - $48.89 $0 - $0
0 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
0
New
$69.38 - $85.8 $0 - $0
0 $0
EQNR
Equinor Asa

Energy
0
New
$24.19 - $29.0 $0 - $0
0 $0
CAH
Cardinal Health Inc

Healthcare
2
New
$93.74 - $114.66 $187 - $229
2 $0
FDX
Fedex Corp

Industrials
1
New
$254.64 - $313.52 $255 - $314
1 $0
FCX
Freeport Mcmoran Inc

Basic Materials
5
New
$39.52 - $51.92 $198 - $260
5 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
2
New
$259.22 - $299.75 $518 - $600
2 $0
IT
Gartner Inc

Technology
1
New
$441.32 - $516.47 $441 - $516
1 $0
Ge Healthcare Technologies I
3
+ 1.55%
N/A
196 $0
Ge Vernova Inc
3
+ 4.84%
N/A
65 $0
NLOK
Norton Life Lock Inc.

Technology
22
New
N/A
22 $0
G
Genpact LTD

Technology
0
New
$30.96 - $39.45 $0 - $0
0 $0
Grayscale Bitcoin Mini Tr Bt
2.36K
New
N/A
2.36K $0
HLN
Haleon PLC

Healthcare
63
New
$8.32 - $10.7 $524 - $674
63 $0
HEIA
Heico Crp Cl A
3
New
N/A
3 $0
HES
Hess Corp

Energy
4
New
$126.3 - $155.44 $505 - $622
4 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
New
$201.82 - $234.36 $404 - $469
2 $0
EIX
Edison International

Utilities
8
New
$71.19 - $87.72 $570 - $702
8 $0
DFS
Discover Financial Services

Financial Services
4
New
$123.41 - $144.72 $494 - $579
4 $0
CVNA
Carvana Co.

Consumer Cyclical
1
New
$122.32 - $175.15 $122 - $175
1 $0
CTAS
Cintas Corp

Industrials
3
New
$201.38 - $819.83 $604 - $2.46K
3 $0
BECN
Beacon Roofing Supply Inc

Industrials
2
New
$80.05 - $102.8 $160 - $206
2 $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4
New
$72.22 - $81.88 $289 - $328
4 $0
CTSH
Cognizant Technology Solutions Corp

Technology
3
New
$66.89 - $77.87 $201 - $234
3 $0
COIN
Coinbase Global, Inc.

Technology
0
New
$147.09 - $265.15 $0 - $0
0 $0
CPRT
Copart Inc

Consumer Cyclical
4
New
$49.19 - $55.54 $197 - $222
4 $0
CCI
Crown Castle International Corp

Real Estate
4
New
$95.29 - $120.24 $381 - $481
4 $0
CCK
Crown Holdings Inc

Consumer Cyclical
2
New
$71.52 - $95.86 $143 - $192
2 $0
ABC
Amerisourcebergen Corp

Healthcare
1
New
N/A
1 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
New
$194.69 - $239.18 $389 - $478
2 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
1
New
$31.02 - $58.9 $31 - $58.9
1 $0
Dimensional ETF Trust
23K
+ 19.25%
N/A
143K $0
CVE
Cenovus Energy Inc.

Energy
16
New
$16.17 - $20.65 $259 - $330
16 $0
CDW
Cdw Corp

Technology
1
New
$206.67 - $239.84 $207 - $240
1 $0
CBRE
Cbre Group, Inc.

Real Estate
7
New
$85.97 - $124.48 $602 - $871
7 $0
CGGO
Capital Group Global Growth Eq

ETFs
0
New
$27.25 - $30.52 $0 - $0
0 $0
HUBB
Hubbell Inc

Industrials
1
New
$355.55 - $428.48 $356 - $428
1 $0
OSK
Oshkosh Corp

Industrials
2
New
$97.2 - $116.02 $194 - $232
2 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
New
$502.48 - $593.35 $502 - $593
1 $0
Activity Summary
Buys All Purchases 239 New Holdings 129 Increased Positions 110 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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